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Plan A Wealth’s SLB Ltd SLB Stock Holding History

Plan A Wealth’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$297K Buy
6,101
+1,112
+22% +$57.3K 0.11% 136
2026
Q2 		$232K Sell
4,989
-880
-15% -$47.2K 0.1% 161
2026
Q1 		$302K Sell
5,869
-589
-9% -$28.6K 0.14% 118
2025
Q4 		$248K Buy
6,458
+631
+11% +$22.9K 0.12% 138
2025
Q3 		$200K Buy
+5,827
New +$203K 0.1% 155

Other funds holding SLB

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's SLB Position: Q3 2026 in Review

Plan A Wealth increased its SLB Ltd (SLB) stake by 22% in Q3 2026, buying an estimated $57.3K and bringing the position to 6,101 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #136.

Plan A Wealth first reported a position in SLB in Q3 2025 and has held it in 5 quarters since. The position peaked at $302K in Q1 2026. 83 funds tracked by Wall St. Rank hold SLB as of Q3 2026.

  • Plan A Wealth held 6,101 shares of SLB Ltd worth $297K as of Q3 2026.
  • Plan A Wealth bought 1,112 SLB Ltd shares in Q3 2026, an estimated $57.3K.
  • SLB Ltd made up 0.11% of Plan A Wealth's portfolio in Q3 2026, its #136 holding.
  • Plan A Wealth first reported a position in SLB Ltd in Q3 2025 and has held it in 5 quarters since.
  • Plan A Wealth's SLB Ltd position peaked at $302K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.